Laurel Oak Wealth Management’s Symbotic SYM Stock Holding History

Laurel Oak Wealth Management’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,533	Closed	-$210K	–	389
2025 Q4	$210K	Buy	+3,533	New	+$233K	0.04%	340

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Laurel Oak Wealth Management's SYM Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of Symbotic (SYM) in Q1 2026, closing a stake of 3,533 shares — an estimated $210K sold.

Laurel Oak Wealth Management first reported a position in SYM in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Laurel Oak Wealth Management reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Laurel Oak Wealth Management sold 3,533 Symbotic shares in Q1 2026, an estimated $210K.
Laurel Oak Wealth Management first reported a position in Symbotic in Q4 2025 and held it in 1 quarter.
Laurel Oak Wealth Management's Symbotic position peaked at $210K in Q4 2025.
411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.